OfficeLink

Transcription

OfficeLink

OfficeLink
Table of Contents
Chapter 1: OfficeLink Overview
1021
Viewing reports in Microsoft Excel
Modifying OfficeLink templates for Microsoft Excel
Creating personalized letters using OfficeLink
OfficeLink templates for personalized letters
Chapter 2: Viewing reports in Microsoft Excel
1021
1021
1022
1023
1026
To view AccountEdge reports in Excel
To modify OfficeLink templates for Microsoft Excel
Chapter 3: Creating personalized letters using OfficeLink
1026
1027
1038
To send personalized letters to multiple people in your Card File 1038
To send personalized letters to a single person or company
1040
To send personalized letters to customers with unpaid invoices 1042
Chapter 4: OfficeLink templates for personalized letters
1044
Apology letter
Backorder letter
Blank letter
Bounced check letter
First collection letter
Second collection letter
Third collection letter
Final collection letter
Fax cover page
Resolution letter
Thank you letter
To view OfficeLink field codes
To modify Microsoft Word templates
1045
1046
1047
1048
1049
1050
1051
1052
1054
1055
1056
1061
1061
MYOB Learning Center 1020
Chapter 1 OfficeLink Overview
Chapter 1
OfficeLink Overview
AccountEdge OfficeLink allows you to automatically create word
processing and spreadsheet documents using AccountEdge data.
You must be using OfficeLink-compatible word processing and
spreadsheet applications.
These products are compatible with OfficeLink:
•
Microsoft Excel 98 or Excel 2001
•
Microsoft Word 98 or Excel 2001
While AccountEdge provides a wide range of reports and graphing
tools, there may be times when you’ll find it more convenient to
use Microsoft Excel to create what-if scenarios, budgets and the
like. With OfficeLink, you can transfer AccountEdge reports to
Excel as easily as you can print them.
In order to use OfficeLink, you must also be using Microsoft Excel
Excel 98 or Excel 2001. When you installed AccountEdge, all the
components you need to use OfficeLink were installed
automatically; no additional steps are required.
See the following step-by-step procedure:
“To view AccountEdge reports in Excel” on page 1026
Modifying OfficeLink templates for
Microsoft Excel
To display an AccountEdge report in Microsoft Excel,
AccountEdge uses a set of special Excel templates, which are
installed when you indicate that you use Excel during the
AccountEdge installation process. Each Excel template is
associated with a specific AccountEdge report. You can modify
these templates, if you wish.
OfficeLink
If you accidentally delete an OfficeLink template for your Excel
reports or word processing application’s letters, you can recreate
the missing template by reinstalling the AccountEdge application
files. Any missing templates will be added when you reinstall.
Any templates you’ve modified won’t be replaced when you
reinstall AccountEdge. If you wish to replace a modified template
when you reinstall AccountEdge, you must first rename or delete
the template you modified. (Refer to the documentation that
accompanied your computer for information about renaming and
deleting files using your computer’s operating system.)
To modify OfficeLink templates for Microsoft Excel
See the following for a list of AccountEdge reports and their
corresponding Excel templates:
“Accounts Tab” on page 1028
“Banking Tab” on page 1030
“Sales Tab” on page 1030
“Time Billing Tab” on page 1033
“Purchases Tab” on page 1034
“Payroll Tab” on page 1035
“Inventory Tab” on page 1036
“Card File Tab” on page 1036
Creating personalized letters using
OfficeLink
From time to time, you may need to send a letter to a customer,
reminding him that his payment is late, or perhaps to tell a
customer the items she’s ordered are back ordered and will be
delayed by a few days. Using OfficeLink, it’s easy to create letters
for a single person or several companies–the only requirement is
that they have cards in your AccountEdge Card File.
In order to use OfficeLink, you must also be using an OfficeLinkcompatible word processing application. (See “OfficeLink
Overview” on page 1021 for a list of compatible applications.)
Even if you haven’t installed OfficeLink, you can create a “mailmerge” file that can be used with your word processing application
to create personalized letters. This process is more time-
1022 MYOB Learning Center
consuming, however. We recommend that you take advantage of
OfficeLink’s capabilities if you can. If you choose not to use
OfficeLink, see “Exporting data from MYOB AccountEdge” on
page 818 for information about creating an export file of
AccountEdge information that can be mail-merged into letters and
other documents.
AccountEdge provides a number of letter templates for you to use.
If you wish to make permanent modifications to the templates, see
“OfficeLink templates for personalized letters” on page 1023 and
consult the documentation for your word processing application
for instruction on doing so.
Using OfficeLink, you can send personalized letters to any person
or company for whom you’ve created a card using the Card
Information window. You may find this handy for writing
collection letters, apologies or notices that your customer’s items
have been back ordered.
You can also view a list of all your unpaid receivables–that is, the
sales you’ve entered in AccountEdge that your customers haven’t
fully paid yet. When you’ve finished viewing the information, you
can create collection letters to send to customers whose payments
are overdue.
See the following step-by-step procedures:
“To send personalized letters to multiple people in your Card
File” on page 1038
“To send personalized letters to a single person or company” on
page 1040
“To send personalized letters to customers with unpaid invoices”
on page 1042
OfficeLink templates for personalized letters
When you create personalized letters using OfficeLink, you must
choose a template for the letter you’re creating for the customers
you select.
OfficeLink
Changing the OfficeLink templates
The OfficeLink templates are specially designed to work with your
AccountEdge data and your word processing software to create
personalized letters. Special entries, known as field codes, have
been inserted in these templates to ensure your AccountEdge data
appears in the proper places in your letters. These field codes are
similar, but are not the same, as the typical mail-merge field codes
that you would normally work with in Microsoft Word. As a result,
we recommend that you don’t make changes to any of the field
codes in your OfficeLink templates. Also, if you plan to change
your templates, we suggest that you first learn about how your
word processing application works with templates.
In each template, the format for each MYOB OfficeLink field code
is text surrounded by double brackets, like this:
[[Name]]
If you intend to manually add or change any OfficeLink field
codes, be sure the codes use double brackets in this manner.
Important note about changing templates!
You must have extensive knowledge about Word templates to
use the information we’ve provided here. If you don’t feel
comfortable with this information, we strongly encourage you
to enlist some assistance from someone who is more
knowledgeable about templates, such as an MYOB Certified
Consultant.
See the following step-by-step procedures:
“To choose an OfficeLink template for personalized letters” on
page 1044
“AccountEdge fields that can be merged into OfficeLink” on
page 1056
“To view OfficeLink field codes” on page 1061
Removing prompts for your name and title from OfficeLink
templates
When you use OfficeLink to print mail-merge letters using
Microsoft Word, you’ll be prompted to enter your name and title in
a dialog box when the letters are created. Your entries will appear
at the end of your letters. If you’re the only person who prints mailmerge letters, however, you may wish to remove these prompts and
place your name and title in the letter templates you use most
often.
“To modify Microsoft Word templates” on page 1061
OfficeLink
Chapter 2
Viewing reports in
Microsoft Excel
4
To view AccountEdge reports in Excel
If you haven’t already read the OfficeLink Overview, see “Viewing
reports in Microsoft Excel” on page 1021 for more information.
The Index to Reports window should be displayed.
1.
Highlight the report you want to display in Excel.
Click Customize to limit the amount of information that appears
on the report. The Report Customization window appears, and
you can specify the information you want to see on the report.
Click OK.
2.
Click the Excel button at the bottom of the Index to Reports
window. The report will appear in an Excel worksheet.
(If you want to view the information on the report in
AccountEdge before opening Excel, click the Display button,
rather than the Excel button; the report will appear in
AccountEdge’s Screen Reports window. When you’re ready to
view the report in Excel, click the Excel button in the Screen
Reports window.)
Chapter 2 Viewing reports in Microsoft Excel
Note: If you want to view the Cash Flow
Analysis Report in Excel
In order to view the AccountEdge Cash Flow Analysis report
in Excel, you must first display the Cash Flow Worksheet. If
you choose the Cash Flow Analysis report in the Index to
Reports window, then click Excel, a message will appear to
alert you about this requirement. Click OK and the Cash Flow
Worksheet window will be displayed for you automatically.
Click the Analyze Cash Needs button in that window, then
click the Excel button in the Index to Reports to view the
report in Excel.
3.
In Excel, make any changes you like to the report information.
Modifying OfficeLink templates for
Microsoft Excel
4
To modify OfficeLink templates for
Microsoft Excel
If you haven’t already read the OfficeLink Overview, see
“Modifying OfficeLink templates for Microsoft Excel” on
page 1021 for more information.
Warning:Use caution when modifying
AccountEdge’s Excel templates!
If you modify the Excel templates for your AccountEdge
reports, be sure that you do not move the [[Tbl:Body Table]]
field. This field must be located in Column B, row 15, in order
for each report’s total amounts to be calculated correctly. If
you move [[Tbl:Body Table]], the totals will be inaccurate.
Also note that you cannot directly reference a specific piece of
data within a report when creating additional calculations on
your report data. This is because Excel will push the reference
field you create to a field below the end of the report body
when the report is imported into Excel. As an alternative, we
suggest that you either create a macro that will be calculated
after the report is imported or place your reference field on a
separate spreadsheet that will be updated after the report is
imported.
OfficeLink
See the following list of AccountEdge reports and their
corresponding Excel templates:
“Accounts Tab” on page 1028
“Banking Tab” on page 1030
“Sales Tab” on page 1030
“Time Billing Tab” on page 1033
“Purchases Tab” on page 1034
“Payroll Tab” on page 1035
“Inventory Tab” on page 1036
“Card File Tab” on page 1036
4
Accounts Tab
Report
Template File Name
Account History [OfficeLink]
accthist.xlt
Account Transactions
acctinq.xlt
Balance Sheet
balsht.xlt
Balance Sheet [Spreadsheet]
balshts.xlt
Balance Sheet [Budget
Spreadsheet]
balshtbs.xlt
Balance Sheet [Last Year
Analysis]
balshtla.xlt
Balance Sheet [Budget
Analysis]
balshtba.xlt
Accounts List [Summary]
coasum.xlt
Accounts List [Detail]
coadet.xlt
Currency List
curlst.xlt
Currency Realized Gain/Loss
curre.xlt
Currency Unrealized Gain/
Loss
curunre.xlt
General Journal
genjrl.xlt
Job Activity [Summary]
jobacts.xlt
Job Activity [Detail]
jobactd.xlt
Job Budget History
[OfficeLink]
jobbudhi.xlt
Job History [OfficeLink]
jobhist.xlt
Job Transactions
jobinq.xlt
Job Profit & Loss
jobpl.xlt
Job Reimbursable Expenses
jobreexp.xlt
Jobs [Budget Analysis]
jobba.xlt
Jobs List
joblist.xlt
Profit & Loss
pl.xlt
Profit & Loss [Spreadsheet]
pls.xlt
Profit & Loss [Budget
Spreadsheet]
plbs.xlt
Profit & Loss [with Year to
Date]
plytd.xlt
Profit & Loss [with Last Year]
plly.xlt
Profit & Loss [% Sales
Analysis]
plsa.xlt
Profit & Loss [Last Year
Analysis]
pllya.xlt
Profit & Loss [Budget
Analysis]
plba.xlt
Recurring General Journal
Entries
recgj.xlt
Session Report
session.xlt
OfficeLink
Trial Balance [Summary]
Trial Balance [Detail]
trlbas.xlt
trlbald.xlt
Banking Tab
Report
Template File Name
Bank Deposit Slip
bds.xlt
Cash Disbursements Journal
cdjrnl.xlt
Cash Flow Analysis
cashflw.xlt
Cash Receipts Journal
crjrnl.xlt
Banking Register
chkbkreg.xlt
Bank Deposit
bdr.xlt
Reconciliation Report
reconcil.xlt
Recurring Checks
recchk.xlt
Recurring Deposits
recdep.xlt
To Do List [Recurring
Transactions]
tdlrectn.xlt
4
Sales Tab
Report
Template File Name
Aged Receivables [Summary]
agedars.xlt
Aged Receivables [Detail]
agedard.xlt
Analyze Sales [Item]
zsalit.xlt
Analyze Sales [Item - FY
Comparison]
zsalitly.xlt
Analyze Sales [Item
Spreadsheet]
zsalits.xlt
Analyze Sales [Activity]
zsalac.xlt
Analyze Sales [Activity - FY
Comparison]
zsalacly.xlt
Analyze Sales [Activity
Spreadsheet]
zsalits.xlt
Analyze Sales [Customer]
zsalc.xlt
Analyze Sales [Customer - FY
Comparison]
zsalcly.xlt
Analyze Sales [Customer
Spreadsheet]
zsalcs.xlt
Analyze Sales [Salesperson]
zsalsp.xlt
Analyze Sales [Salesperson - FY
Comparison]
zsalsply.xlt
Analyze Sales [Salesperson
Spreadsheet]
zsalsps.xlt
Customer Payments [Closed
Invoices]
custpyh.xlt
Customer Payments
[Salesperson]
custpysp.xlt
Customer Reimbursable
Expenses
custrexp.xlt
Invoice Transactions
invinq.xlt
Receivables Reconciliation
[Summary]
arrecsum.xlt
OfficeLink
Receivables Reconciliation
[Detail]
arrecdtl.xlt
Recurring Sales Templates
recsale.xlt
Referral Source
inqsrc.xlt
Sales & Receivables Journal
salejrnl.xlt
Sales [Customer Summary]
salcusts.xlt
Sales [Customer Detail]
salcustd.xlt
Sales History by Customer
[OfficeLink]
salhiscu.xlt
Sales History by Salesperson
[OfficeLink]
salhissp.xlt
Sales [Salesperson Summary]
salsps.xlt
Sales [Salesperson Detail]
salspd.xlt
Sales [Activity Summary]
salacts.xlt
Sales [Activity Detail]
salactd.xlt
Sales [Item Summary]
salitms.xlt
Sales [Item Detail]
salitmd.xlt
Sales Register [All Sales]
srall.xlt
Sales Register [Closed Invoices]
srclol.xlt
Sales Register [Open Invoices
and Orders]
srinvor.xlt
Sales Register [Quotes]
srquo.xlt
Sales Register [Returns and
Credits]
srcred.xlt
Sales Tax [Summary]
Sales Tax [Summary — Cash]
Sales Tax [Detail]
Sales Tax [Detail — Cash]
saltxs.xlt
saltxsc.xlt
saltxd.xlt
saltxdc.xlt
Tax Code List
txcodlst.xlt
To Do List [Receivables]
tdlar.xlt
To Do List [Recurring Sales]
tdlrcsal.xlt
To Do List [Orders to be
Shipped & Received]
tdlordrs.xlt
4
Time Billing Tab
Report
Template File Name
Activities List
actlist.xlt
Activity Log Detail
actlogdl.xlt
Activity Log Diary
actlogdy.xlt
Activity Slip [Activity Detail]
asactdet.xlt
Activity Slip [Activity
Summary]
asactsum.xlt
Activity Slip [Customer
Detail]
ascusdet.xlt
Activity Slip [Customer
Summary]
ascussum.xlt
Activity Slip [Employee
Detail]
asempdet.xlt
Activity Slip [Employee
Summary]
asempsum.xlt
Hourly Productivity [Detail]
hrprodd.xlt
Hourly Productivity
[Summary]
hrprods.xlt
Rate Exceptions
rateexcp.xlt
OfficeLink
4
Purchases Tab
Report
Template File Name
Aged Payables [Detail]
agedapd.xlt
Aged Payables [Summary]
agedaps.xlt
Analyze Purchases [Item
Spreadsheet]
zpurits.xlt
Analyze Purchases [Vendor
FY Comparison]
zpurvly.xlt
Analyze Purchases [Vendor
Spreadsheet]
zpurvs.xlt
Analyze Purchases [Vendor]
zpurv.xlt
Bill Transactions
poinq.xlt
Payables Reconciliation
[Detail]
aprecond.xlt
Payables Reconciliation
[Summary]
aprecons.xlt
Purchase History by Vendor
[OfficeLink]
purhisv.xlt
Purchases & Payables Journal
papjrnl.xlt
Purchases [Item Detail]
puritmd.xlt
Purchases [Item Summary]
puritms.xlt
Purchases [Vendor Detail]
purvendd.xlt
Purchases [Vendor Summary]
purvends.xlt
Purchases Register [All
Purchases]
prall.xlt
Purchases Register [Closed
Bills]
prclol.xlt
Purchases Register [Open
Bills and Orders]
prbilor.xlt
Purchases Register [Quotes]
prquo.xlt
Purchases Register [Returns
and Debits
prcred.xlt
Recurring Purchase
Templates
recpo.xlt
To Do List [Expiring
Discounts]
tdlexpd.xlt
To Do List [Payables]
tdlap.xlt
To Do List [Recurring
Purchases]
tdlrecpr.xlt
Vendor Payment History
vdrpyh.xlt
Vendor Payments
vdrpyt.xlt
4
Payroll Tab
Report
Template File Name
940 Report
940.xlt
941 Report
941.xlt
Accrual Balance [Summary]
aclbals.xlt
Accrual Balance [Detail]
aclbald.xlt
Employee Payroll List
empyrlst.xlt
Payroll Activity [Summary]
payacts.xlt
Payroll Activity [Detail]
paycatd.xlt
Payroll Category Transactions
paycatiq.xlt
Payroll Earnings
pradv.xlt
Payroll Journal
payjrnl.xlt
Payroll Register [Summary]
payregs.xlt
Payroll Register [Detail]
payregd.xlt
OfficeLink
Payroll Summary
paysum.xlt
Quarterly Tax Totals
qtrtt.xlt
Recurring Paychecks
recpychk.xlt
Tax Detail [Employee]
txdetemp.xlt
Tax Liabilities
taxliab.xlt
4
Inventory Tab
Report
Template File Name
Analyze Inventory [Summary]
zinvs.xlt
Analyze Inventory [Detail]
zinvd.xlt
Auto Build
autobld.xlt
Inventory Count Sheet
invctst.xlt
Inventory Journal
invjrnl.xlt
Item Sales History
[OfficeLink]
itemsalh.xlt
Items List [Summary]
itmls.xlt
Items List [Detail]
itmld.xlt
Price Analysis
pricez.xlt
Price List [Summary]
prclsst.xlt
Price List [Detail]
prclsstd.xlt
To Do List [Stock Alert]
tdlsa.xlt
4
Card File Tab
Report
Template File Name
Address List
addlst.xlt
Card File [Summary]
cfsum.xlt
Card File [Detail]
cfdet.xlt
Card Transactions
cfinq.xlt
Contact Log
clog.xlt
Identifiers
ids.xlt
To Do List [Overdue
Contacts]
tdloc.xlt
OfficeLink
Chapter 3
Creating
personalized letters
using OfficeLink
Sending personalized letters
4
To send personalized letters to multiple
people in your Card File
If you haven’t already read the OfficeLink Overview, see “Creating
personalized letters using OfficeLink” on page 1022 for more
information.
If you’re not using OfficeLink, see “Exporting data from MYOB
AccountEdge” on page 818 for information on creating an export
file that can be used to create mail-merge letters.
The Forms Selection - Create Personalized Letters window should
be displayed.
1.
Make selections about the data you want to export and then click
OK. The Review Cards Before Exporting window appears.
2.
All cards whose data fit the criteria you entered in the Create
Personalized Letters window appear in the list with a mark in
their Export field.
If you don’t want to export the data for a card, click the mark in
its Export field to remove the mark.
3.
Click Mail Merge.
Chapter 3 Creating personalized letters using OfficeLink
4.
The Select From List window appears with a list of letter
templates you can use to create personalized letters for the
customers you’ve selected.
Highlight the template you want, and click the Use Template
button.
(See “To choose an OfficeLink template for personalized letters”
on page 1044 for a list of letter templates available for use with
OfficeLink.)
5.
Your word processor will open, and a series of dialog boxes will
appear, allowing you to enter additional information that will
appear in the letters. For all letters, you’ll be asked to enter your
name and business title.
If you’re printing letters to alert your customers that some of their
items are on back order, using the BACKORD template, you also
will be asked to indicate the items that are on back order.
If you enter multiple items, they will be printed in a column; to
ensure that they appear properly, we suggest that you make your
entries in the dialog box in the following format:
#WP-FLO
Floral Wallpaper
#WP-GEO
Geometric Wallpaper
OfficeLink
Note: The items you enter in the dialog box
will be used on all the letters you’ve
selected
You can enter more than one item in the dialog box that
appears when your word processing application is started. It’s
important to note, however, that whatever entries you make in
the dialog box will be used for every letter you’ve selected.
Using the example above, every customer you’ve selected will
be told that their geometric wallpaper and floral wallpaper are
on back order.
If some customers have ordered another combination of items
that are back ordered, you’ll need to repeat this procedure for
those customers. Following our example, you might create one
set of letters for people who ordered geometric wallpaper, a
second set of letters for those who ordered floral wallpaper,
and a third set of letters for those who ordered both types of
wallpaper.
If you’re printing letters to alert customers that the checks they
used to pay you have bounced, using the BOUNCED template,
you’ll be asked to specify the check number and the amount for
each customer you’ve selected.
When you’ve made all the entries required, the personalized
letters for the customers you selected will be displayed. You can
edit these letters, if you like, or print them just as they are.
4
To send personalized letters to a single
person or company
information.
The Cards List window should be displayed.
1.
Click on the name you want to highlight it.
2.
Click the Letter button at the bottom of the window.
3.
The Select From List window will appear with a list of letter
templates you can use to create personalized letters for the person
or company you’ve selected.
Highlight the template you want, then click the Use Template
button.
See “To choose an OfficeLink template for personalized letters”
OfficeLink.
4.
appear, allowing you to enter additional information that will
appear in the letter. For all types of letters, you’ll be asked to enter
your name and business title.
If you’re printing a letter to alert your customer that some of their
items are on back order, using the BACKORD template, you also
will be asked to indicate the items that are on back order.
If you enter multiple items, they will be printed in a column; to
ensure that they appear properly, we suggest that you make your
entries in the dialog box in the following format:
#WP-GEO
Geometric Wallpaper
#WP-FLO
Floral Wallpaper
OfficeLink
Note: The items you enter in the dialog box
will appear on all the letters you’ve
selected
You can enter more than one item in the dialog box that
appears when your word processing application is started. It’s
important to note, however, that whatever entries you make in
the dialog box will be used for every letter you’ve selected.
Using the example above, every customer you’ve selected will
be told that their geometric wallpaper and floral wallpaper are
on back order.
If some customers have ordered another combination of items
that are back ordered, you’ll need to repeat this procedure for
those customers. Following our example, you might create one
set of letters for people who ordered geometric wallpaper, a
second set of letters for those who ordered floral wallpaper,
and a third set of letters for those who ordered both types of
wallpaper.
If you’re printing a letter, using the BOUNCED template, to alert a
customer that the check they used to pay you has bounced, you’ll
be asked to specify the check number and the amount of the
check that bounced.
When you’ve made all the entries required, the personalized letter
for the customer you selected will be displayed. You can edit this
letter, if you like, or print it just as it is.
4
To send personalized letters to customers
with unpaid invoices
information.
If you’re not using OfficeLink, see page “Creating personalized
letters using exported data” on page 822 for information on
creating an export file that can be used to create mail-merge letters
for your customers with unpaid invoices.
The To Do List window should be displayed.
1.
Click the A/R (Accounts Receivable) tab to display a list of all
your unpaid receivables.
2.
If you want to view detail about a specific sale, click the zoom
arrow to the left of the customer’s name.
3.
Click the Action column for each customer in the list to whom
you want to send a letter.
4.
Click the Mail Merge button at the bottom of the window.
5.
The Select From List window appears with a list of letter
templates you can use to create personalized letters for the
customers you’ve selected. AccountEdge provides four templates
for collection letters. Highlight the template you want from the
following list, and click the Use Template button.
See “To choose an OfficeLink template for personalized letters”
OfficeLink.
6.
appear, allowing you to enter your name and business title.
When you’ve made all the entries required, the personalized
letters for the customers you selected will be displayed. You can
edit these letters, if you like, or print them just as they are.
OfficeLink
Chapter 4
OfficeLink templates
for personalized
letters
Using OfficeLink templates for
4
To choose an OfficeLink template for
“OfficeLink templates for personalized letters” on page 1023 for
more information.
You must have extensive knowledge about Word templates to
change your templates in AccountEdge. If you don’t feel
comfortable with this information, we strongly encourage you to
enlist some assistance from someone who is more knowledgeable
about templates, such as an MYOB Certified Consultant.
You can use the following templates:
“Apology letter” on page 1045
“Backorder letter” on page 1046
“Blank letter” on page 1047
“Bounced check letter” on page 1048
“First collection letter” on page 1049
“Second collection letter” on page 1050
“Third collection letter” on page 1051
“Final collection letter” on page 1052
Chapter 4 OfficeLink templates for personalized letters
“Fax cover page” on page 1054
“Resolution letter” on page 1055
“Thank you letter” on page 1056
4
Apology letter
Template name:
Apology Letter
Use this letter template to apologize for a problem your company
has caused for a customer, and to assure the customer that the
problem will be addressed.
Clearwater International
123 Elm Street
Parsippany, NJ 07050
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Please accept my sincere apology, on behalf of
Clearwater International for the difficulties we've
caused you. We've made a sincere effort to address your
problem, and we hope that you find the resolution
satisfactory. Please contact me directly if you have any
remaining issues or questions; it's important to me that
your concerns are fully addressed.
Sincerely,
Mark Lee
Vice President
OfficeLink
4
Backorder letter
Template name:
Backorder Letter
Use this letter template to let your customers know the items
they’ve ordered are on back order and will be shipped as soon as
possible.
254 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Thank you for the order you placed. Unfortunately, the
following item(s) you've ordered are currently on back
order with our supplier.
We expect these items to arrive shortly, and we'll ship
your order as soon as they do.
If you have any questions or you'd like to make a
change to your order, please call us. We appreciate your
business, and we apologize for any inconvenience this
delay causes you.
Sincerely,
Mark Lee
Vice President
4
Blank letter
Template name:
Blank Letter
Use this letter format when none of the other AccountEdge
templates meet your needs and you wish to write your own letter.
The following information for the selected person or company will
appear in your word processing document: contact name,
company name, address, city, state, ZIP code and salutation. In
addition, your company name and address will appear at the top of
the document.
OfficeLink
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
_________________________________________________________
(Insert your own text here in this space of the Blank
Template.)
_________________________________________________________
Sincerely,
Mark Lee
Vice President
4
Bounced check letter
Template name:
Bounced Check Letter
Use this letter template for customers whose payment checks have
been returned to you marked “NSF” (non-sufficient funds).
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Your bank has returned your check, number 5001, for
$1,000 to us. The bank indicated that your account
doesn't have sufficient funds to pay the check.
In order for you to keep your account with us in good
standing, it's important that you make payment within
3 days. We ask that you use the enclosed envelope to
make your payment., and we ask that you make your
payment using a certified check, money order or
cashier's check. (If the overdraft occurred because of a
bank error, please simply send a replacement check.)
If you're unable to make a full payment or if you have
questions about the returned check, please call
immediately. We will work with you, if need be, to find
a solution that allows you to keep your good credit
standing with us.
Sincerely,
Mark Lee
Vice President
4
First collection letter
Template name:
Collection — First Letter
OfficeLink
Use this letter template for customers whose accounts have
become past due. This letter serves as a gentle reminder to your
customers to bring their account balance up to date.
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Our records show that your current balance with us is
$1,866.56, of which $1,866.56 is now past due. We
hope this is merely an oversight on your part. If you
haven’t already sent a payment for the past due amount
to us, please do so today. If a problem has arisen that
we should be aware of, please call us immediately to
discuss it.
We value your business, and we’d like for you to resolve
this issue as quickly as possible.
Sincerely,
Mark Lee
Vice President
4
Second collection letter
Template name:
Collection — Second Letter
This letter template expresses greater urgency than COLL_1ST and
requests that your customer contact you immediately.
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Is there a reason we have not heard from you? Your
overdue balance is now $1,866.56 and is long past due.
This is beginning to concern us. Please let us hear from
you at once.
Sincerely,
Mark Lee
Vice President
4
Third collection letter
Template name:
Collection — Third Letter
This letter template is similar to COLL_2ND, but expresses even
greater urgency, and encourages the customer to take action before
his credit history is damaged.
OfficeLink
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
We have not yet received your overdue balance of
$1,866.56. Please contact us immediately.
We'd like to continue thinking of you as a valued
customer. We'd prefer not to damage our relationship
by turning your account over to a collection agency.
However, we will do so if we don't receive payment
from you immediately.
If you've already sent the payment, please call us. If you
haven't done so, please send your payment in full
today.
Sincerely,
Mark Lee
Vice President
4
Final collection letter
Template name:
Collection — Final Letter
This letter template is the most strongly worded of the
AccountEdge collection letters. It indicates that you will turn the
customer’s account over to a collection agency if payment isn’t
made within a specified number of days.
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Despite our previous efforts to settle this matter, your
account remains unpaid and is long overdue. Unless we
receive full payment of $1,866.56, we will turn your
account over to our collection agency for collection.
As you know, such action is likely to damage your
credit rating and your ability to do business with other
companies. We don't wish for that to happen. We've
enjoyed doing business with you, but we really must
settle your account.
If you call me, we may be able to find a solution that
allows you to make payment and avoid the
unpleasantness of the collection process. I urge you to
call me today.
Please call today or make immediate payment in full.
Otherwise, I will turn your account over to our
collection agency.
Sincerely,
Mark Lee
Vice President
OfficeLink
4
Fax cover page
Template name:
Fax Cover
Use this letter template to create a fax cover page for the people or
companies you’ve selected. This page includes room for a memo,
should you wish to include one.
FAX Cover Page
To:
123 Elm Street
Fax:
Enter Fax Number here
From:
John Smith
Smith Engineering
123 Main Street
Date:
10/4/01
Pages:_________
Memo:
(This is where you can add a memo should you wish to include
one)
4
Resolution letter
Template name:
Complaint Resolution Letter
Use this letter format for customers who have questioned an
amount on their monthly statement. This letter indicates that you
are looking into the matter and that you will credit the customer’s
account for the amount in question while the matter is
investigated.
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Thanks for alerting us to your concerns about your
statement. We are researching the changes on the
statement, and we expect to contact you shortly with a
resolution to the problem. In the meantime, we’ve
credited your account for the amount in question.
Please feel free to call me if you have any further
questions about this matter, or if I can assist you in
some other way.
Sincerely,
Mark Lee
Vice President
OfficeLink
4
Thank you letter
Template name:
Thank You Letter
Use this letter to thank new customers for their business.
123 Elm Street
10/4/01
John Smith
Smith Engineering
123 Main Street
Dear John:
Thanks for choosing us! We appreciate your business
and the opportunity to serve you. We know you could
have chosen one of our competitors, and we're
delighted and honored that you've chosen to work with
us instead. I trust we'll meet or exceed your
expectations in the coming months and years.
Please call me if I can assist you in any way.
Sincerely,
Mark Lee
Changing the OfficeLink templates
4
AccountEdge fields that can be merged
into OfficeLink
“Changing the OfficeLink templates” on page 1024 for more
information.
Only a specific number of AccountEdge fields are available for use
in the OfficeLink templates. You must have extensive knowledge
about Wordtemplates to use the information we’ve provided here.
If you don’t feel comfortable with this information, we strongly
encourage you to enlist some assistance from someone who is
more knowledgeable about templates, such as an MYOB Certified
Consultant.
The following AccountEdge fields can be merged into OfficeLink
templates.
AccountEdge field
Where the field is located in
AccountEdge
[[Company]]
Company Name field in the
Company Information
window
[[Cadd1]]
First line of the Address field
in the Company Information
window
[[Cadd2]]
Second line of the Address
field in the Company
Information window
[[Cadd3]]
Third line of the Address field
in the Company Information
window
[[Cadd4]]
Fourth line of the Address
field in the Company
Information window
[[CPhone]]
Phone Number field in the
Company Information
window
[[Name]]
Company Name field in the
Card Information window for
companies; Last Name and
First Name fields in the Card
Information window for
individuals
OfficeLink
[[Add1]]
First line of the Address 1
field in the Card Information
window
[[Add2]]
Second line of the Address 1
window
[[Add3]]
Third line of the Address 1
window
[[Add4]]
Fourth line of the Address 1
window
[[Add5]]
Fifth line of the Address 1
window
[[City1]]
The City field of the Address
1 field in the Card
Information window
[[State1]]
The state field of the Address
1 field in the Card
Information window
[[ZIP Code1]]
The ZIP code field of the
Address 1 field of the Card
Information window
[[Sadd1]]
First line of the Address 2
window (used for customers
and vendors only)
[[Sadd2]]
Second line of the Address 2
and vendors only)
[[Sadd3]]
Third line of the Address 2
and vendors only)
[[Sadd4]]
Fourth line of the Address 2
and vendors only)
[[Sadd5]]
Fifth line of the Address 2
and vendors only)
[[City2]]
The City field of the Address
2 field in the Card
Information window (used
for customers and vendors
only)
[[State2]]
The state field of the Address
2 field in the Card
only)
[[ZIP Code2]]
The ZIP code field of the
Address 2 field in the Card
only)
[[Phone1]]
Phone #1 field in Address 1 in
the Card Information window
[[Phone2]]
Phone #2 field in Address 1 in
[[Fax]]
Fax field in Address 1 in the
Card Information window
[[Salutation]]
Salutation field in Address 1
in the Card Information
window
[[Contact]]
Contact field in Address 1 in
OfficeLink
[[Balance]]
The balance, in currency, of
customers’ and vendors’
accounts, as calculated by
AccountEdge
[[Overdue]]
The overdue balance, in
currency, of customers and
vendors, as calculated by
AccountEdge
4
To view OfficeLink field codes
“OfficeLink templates for personalized letters” on page 1023 for
more information.
In Microsoft Word, you can choose Options from the Tools menu
to display the Options window. To view field codes, mark the Field
codes option and click OK.
Removing prompts for your name and title
from OfficeLink templates
4
To modify Microsoft Word templates
“Removing prompts for your name and title from OfficeLink
templates” on page 1025 for more information.
1.
Start Microsoft Word.
2.
Choose Open from the File menu. The Open dialog box will
appear.
3.
Using this dialog box, locate your AccountEdge software folder,
then locate the Letters folder within it. Display the contents of
this folder.
4.
Choose All Files from the Files of Type field. All your OfficeLink
letter templates will appear.
5.
Highlight the template you wish to modify, and click Open. The
template you selected will open.
If you’re unsure about which template you want, see “To choose
an OfficeLink template for personalized letters” on page 1044 for
descriptions of OfficeLink letter templates.
6.
Choose Options from the Tools menu; the Options window will
appear.
OfficeLink
7.
Click the View tab. If the Field Codes option isn’t marked, mark
it, then click OK. When this option is marked, a number of
hidden fields will appear in your template.
8.
Locate the following fields at the bottom of the template, and
delete them:
{ FILLIN “Enter your Name:”\o }
{ FILLIN “Enter your title:”\o }
9.
Type your name and title at the bottom of the letter.
10. Choose Save from the File menu.

OfficeLink

Transcription

Similar documents

corvette z06-rdr

Window Sticker - Pierson Ford

2010 ford ranger - The Ranger Station

award winning track racer

Performance - West Coast Corvettes

Nürburgring Nordschleife

www.westcoastcorvette.com

Walkthrough: Publicaster`s New Free Templates

Engine Dress-Up / Exterior Styling

dg 1632 2006FoldingCampingTr (Page 6)